Turn WhatsApp leads into Stripe customer records
Capture a potential customer's details from a WhatsApp conversation and create a Stripe record without switching apps.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Customer
Creates a new customer in stripe, required for creating charges or subscriptions; an email is highly recommended for customer communications.
Why this helps
Promising inquiries get buried in chat, then someone has to retype the details into Stripe.
- Keep lead details out of a manual copy and paste loop.
- Create a Stripe customer record when a conversation is ready for sales follow-up.
- Use a run report to see whether the automation completed.
Setup
Build it in a few focused steps.
- 1Connect 2chat and Stripe once in the Notis portal.
- 2Create an automation and name it for WhatsApp lead capture.
- 3In one instruction, tell Notis to create a Stripe customer from the contact details included in each incoming lead webhook, and to flag missing email or name in the run report.
- 4Choose the Notis webhook trigger and select a channel for run reports.
- 5Test with one real lead webhook and confirm the customer record in Stripe.
Questions about this workflow
Does 2chat provide a trigger event for this workflow?
No 2chat trigger event is listed here. Start the automation with a Notis webhook and have the incoming lead details included in the request.
What if the message does not include an email?
Tell Notis to report the missing detail rather than guess. Stripe customer creation supports a customer record, and an email is recommended for customer communications.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 2chat to Stripe. A trigger fires from one place; an action lands in another.
2chat triggers
Stripe actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Cancel subscription
Cancels a customer's active stripe subscription at the end of the current billing period, with options to invoice immediately for metered usage and prorate charges for unused time.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Confirm payment intent
Confirms a stripe paymentintent to finalize a payment; a `return url` is necessary if the payment method requires customer redirection.
Create Customer
Creates a new customer in stripe, required for creating charges or subscriptions; an email is highly recommended for customer communications.
Create an invoice
Creates a new draft stripe invoice for a customer; use to revise an existing invoice, bill for a specific subscription (which must belong to the customer), or apply detailed customizations.
Create payment intent
Creates a stripe paymentintent to initiate and process a customer's payment; using `application fee amount` for a connected account requires the `stripe-account` header.
Create a price
Creates a new stripe price for a product, defining its charges (one-time or recurring) and billing scheme; requires either an existing `product` id or `product data`.
Create product
Creates a new product in stripe, encoding the request as `application/x-www-form-urlencoded` by flattening nested structures.
Create Refund
Creates a full or partial refund in stripe, targeting either a specific charge id or a payment intent id.
Connect any two apps with Notis in the middle.
2chat and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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